Education » Articles » Investing Through the Ages
Investing Through the Ages
No Matter Your Age, It Pays to Save & Invest
Learn More »
Investment Resource Center »
Meet with a Financial Consultant
Schedule a no-cost, no-obligation appointment today.
800-533-6773, ext. 2107
When You Get Your First "Real" Job
Build an emergency savings of 3-6 mos.
Participate in a 401(k) and contribute to receive the full employer match.
If not, establish an IRA or Roth.
Establish a budget and spend less.
When You Get a Raise
Increase your contribution to your employer’s 401(k) or establish a Roth IRA.
When You Get Married
Determine your income and expenses.
Figure out your retirement contributions and the impact of a new tax filing status.
Review your need for life insurance.
When You're Thinking of Buying a Home
Start a short-term investment to fund your down payment and closing costs.
When You Change Jobs
Make changes in your investment strategy based on your new income.
Review your prior company’s distribution requirements for their 401(k) plan.
When You Have a Baby
Increase life insurance and cash reserves.
Start a college fund like a 529 plan.
When Your Children Leave the House
Increase your retirement savings.
A Financial Consultant Can Help You Decide:
Your financial plans based on your age.
How to develop a comprehensive plan.
How to put your plan into action.
How to understand your risk tolerance.
Call 800.533.6773, ext. 2107 to schedule an appointment with a financial consultant.
More Budget & Planning Articles »
Securities offered through LPL Financial, member
Insurance products offered through LPL Financial or its licensed affiliates. UW Credit Union and Investment Services at UW Credit Union are not registered
broker/dealers and are not affiliated with LPL Financial.
Not NCUA Insured | No Credit Union Guarantee | May Lose Value
The LPL Financial representative associated with this website may discuss and/or transact securities business only with residents of the following states:
CA, CO, CT, DC, FL, GA, ID, IL, IN, IA, KY, LA, MD, MA, MI, MN, MO, MT, NH, NJ, NM, NY, NC, OH, OR, PA, RI, TX, VA, WA and WI.